Atty. Jonathon M. Morrison

A senior partner and Best Lawyers® honoree, Jonathon Morrison’s practice is focused on tax, business and estate planning for clients with large or complex estates. He is licensed in both Arizona and California and is a Certified Specialist in Estate Planning, Trust and Probate Law in California.

After a decade practicing with preeminent estate planning law firms in Silicon Valley, Jonathon gained a mastery of virtually every estate and tax planning strategy in existence. With his unique background, Jonathon enjoys a reputation for developing advanced estate planning solutions for high income and high net worth clients whose objectives include income tax and estate tax minimization, charitable and philanthropic giving, business exit and succession planning, and asset protection.

A Forbes contributor, Jonathon is widely viewed as a thought leader and innovator in estate planning and related tax strategies.

Jonathon is also a frequent speaker and nationally recognized authority with respect to a specific type of charitable vehicle: the “charitable lead annuity trust” (CLAT). Jonathon is frequently engaged by clients, advisors and attorneys around the country to implement and provide advice with respect to CLAT planning.

Jonathon Morrison is a planning pioneer and published author concerning the use of the “optimized CLAT” (OCLAT) strategy, which further optimizes for the philanthropic contributor the tax and economic benefits of a charitable lead annuity trust. Read "The Optimized CLAT," co-authored by Jonathon Morrison, in the September 2020 issue of Estate Planning.